Automated feedback collection for services or practitioners

Purpose

1.1. Enable systematic and timely collection of patient feedback after alternative medicine sessions (e.g., acupuncture, homeopathy, chiropractic) to enhance practitioner insights, improve service quality, meet regulatory requirements, and strengthen patient engagement for continuous practice improvement and marketing efficacy.

Trigger Conditions

2.1. Completion of a booked session (marked as attended or completed in scheduling system).
2.2. Discharge or exit of patient from care plan.
2.3. Time-based post-visit (e.g., 24-48 hours) automatically following an appointment.
2.4. Manual trigger by practitioner for ad hoc feedback requests.
2.5. Integration with transaction/checkout systems on invoice payment.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Programmable SMS — Configure webhook to send personalized feedback request post-appointment.
3.2. SendGrid
• Feature/Setting: Send Email API — Trigger email with feedback form link.
3.3. Google Forms
• Feature/Setting: Auto-generate prefilled form links via API for each patient.
3.4. Typeform
• Feature/Setting: Create feedback form, use Responses API to collect entries.
3.5. HubSpot
• Feature/Setting: Automated workflows — Trigger feedback survey sequence from CRM activity.
3.6. Zoho CRM
• Feature/Setting: Workflow automation post-appointment completion to send survey email/SMS.
3.7. Mailchimp
• Feature/Setting: Automated post-transaction journey with embedded survey.
3.8. SurveyMonkey
• Feature/Setting: Send automated survey collection using API after service.
3.9. ActiveCampaign
• Feature/Setting: Automation — Email/SMS feedback request triggered by appointment status.
3.10. Slack
• Feature/Setting: Send DM or notification to practitioners/admins when feedback is received via Webhooks.
3.11. Calendly
• Feature/Setting: Integrate with workflow triggers to dispatch feedback forms post-meeting.
3.12. Salesforce
• Feature/Setting: Process Builder — Auto-send feedback templates post-appointment.
3.13. Zendesk
• Feature/Setting: Ticket automation, trigger satisfaction survey post-case closure.
3.14. Monday.com
• Feature/Setting: Automations — Status change triggers email/form dispatch.
3.15. Jotform
• Feature/Setting: Assign unique form links using API, monitor responses.
3.16. AirTable
• Feature/Setting: Integrate form submissions to patient database for feedback tracking.
3.17. Pipedrive
• Feature/Setting: Automate feedback request through “Deal” status change.
3.18. WhatsApp Business API
• Feature/Setting: Automated message trigger to patients with direct survey link.
3.19. Intercom
• Feature/Setting: Messenger automation to request feedback after chat or session.
3.20. Freshdesk
• Feature/Setting: Auto-dispatch survey via scenario automations after ticket/service closure.
3.21. Microsoft Power Automate
• Feature/Setting: Workflow to launch survey on appointment calendar event completion.
3.22. Patient Management System (e.g., Practice Fusion)
• Feature/Setting: EHR integration — Scripted feedback request upon encounter completion.
3.23. Alchemer
• Feature/Setting: Survey API linked to appointment system for auto-invite.

Benefits

4.1. Ensures timely, consistent feedback with minimal manual intervention.
4.2. Provides actionable insights to improve practitioner techniques and care quality.
4.3. Enhances patient relationships through active engagement and demonstration of care.
4.4. Automates record-keeping for compliance, testimonials, and quality reviews.
4.5. Boosts marketing with authentic, aggregated patient feedback for reputation management.